The SPV operating system.
Built by SPV operators, Sally combines automation with real SPV expertise so organizers can run deals faster, cleaner, and their way. Sally gives SPV organizers their own branded software platform to launch, close, and administer SPVs with less manual work and more control.
What is Sally?
SPV software built by SPV operators.
Sally combines purpose-built SPV automation with senior SPV expertise, helping organizers launch, onboard, close, and administer SPVs through a branded software platform -instead of fragmented manual workflows, spreadsheets, and traditional admin bottlenecks.
With Sally, SPV organizers get more control, less manual work, and less dependency on traditional full-service admin providers.
Launch
Structure the vehicle and set terms
Onboard
Investors sign and fund in one flow
Close
Track multiple closes to completion
Administer
Run the post-close lifecycle
Your brand, end to end
Your logo, your colors, your URL, your investor experience – Sally disappears into your brand.
U.S. and non-U.S. investors
Support multiple closes, custom structures, and custom documents for how your deals actually work.
Full lifecycle, one platform
Onboarding, subscription docs, money movement, compliance workflows, and post-close admin – together.
Why is Sally better?
Your own white-labeled SPV platform.
Your logo
Your investor experience
Your brand
Your brand
Your URL
That’s why we call Sally the “Yes” software.
Sally is built for organizers who want to run SPVs their way. Most SPV tools force you into their process – Sally gives you the flexibility to structure and operate your SPVs the way your deals actually work.
- Multiple closes
- Custom documents
- Subscription documents
- Compliance workflows
- Custom structures
- Investor onboarding
- Money movement
- Post-close administration
Your SPVs. Your Brand. Your Platform.
See how Sally gives SPV organizers their own white-labeled infrastructure for investor onboarding, documents, closings, administration, and post-close workflows.
What support do you receive?
Real SPV expertise. Not an inbox.
Every Sally customer receives access to experienced SPV support.
This isn’t “email-only” support routed to a general inbox – with Sally, you get real support from a real SPV expert.
Someone to ask about the real questions that come up running SPVs: legal workflows, administration, tax coordination, compliance, investor onboarding, document processes, closing mechanics, strategy, and post-close operations.
Sally was built from experience with thousands of SPVs – senior SPV operating knowledge built into the platform, backed by human support that understands both the technology and the work it manages.
Your dedicated SPV rep
Assigned the day you sign up
- Direct mobile number
- Personal calendar link
- Direct email address
- Demo videos & personalized training
Pricing
Simple pricing for the whole SPV lifecycle.
Platform Access
Platform Access
$10/month
- Fully white-labeled Sally platform
- Your logo, colors, and URL
Launch, Close & Administration
$3,5889
one-time fee, per SPV
- Up to 99 investors
- Up to 5 closes
- Up to 3 assets
- Investor onboarding
- Subscription document workflow
- SPV administration features
- Platform modules for the full SPV lifecycle
Ongoing
Platform features
$240
per year
- Ongoing storage
- Post-close modules
- Membership Transfer
- Distributions
- Tax Packages
- Investor Updates
The Sally Difference
The Sally Difference
SPV administration should not require scattered emails, spreadsheets, manual document tracking, disconnected vendors, general support inboxes, and slow admin processes.
Sally gives serious SPV organizers their own branded SPV infrastructure, with powerful software built to handle the work of launching, onboarding, closing, and administering SPVs.
The platform is designed so organizers can run SPVs with more control and less manual effort. Investor onboarding, documents, workflows, tracking, closing steps, administration, and post-close modules are handled inside the Sally platform.
But you are not left alone with software.
When you have questions or need assistance, Sally gives you access to people who understand both the platform and the real SPV work behind it. That means you have support from someone who can help with the software and also understand the legal, administrative, tax, compliance, closing, investor, and strategy questions that come up when running SPVs.
That is the Sally difference.
Amazing SPV software to run the deal.
Real SPV experts when you need help.
Your brand. Your platform. Your SPVs.
Software where software should do the work.
Real SPV expertise where judgment matters.
Your brand. Your platform. Your SPVs.
See Sally in Action
Sally is best understood in a live demo.
In 30 minutes, we can show you how Sally helps organizers launch, onboard, close, and administer SPVs through their own branded platform.